Lee Ainslie's GFL Position Overview
Lee Ainslie (via Maverick Capital LTD) currently holds 1.59 M shares of GFL Environmental Inc. (GFL) worth $75.19 M, representing 1.00% of the portfolio. First purchased in 2024-Q1, this short-term holding has been held for 7 quarters.
Based on 13F filings, Lee Ainslie has maintained this position in GFL for several quarters, showing initial confidence in the investment. Largest addition occurred in Q2 2024, adding 595,259 shares. Largest reduction occurred in Q2 2025, reducing 1.5 M shares.
Analysis based on 13F filings available since 2013 Q2
Lee Ainslie's GFL Environmental (GFL) Holding Value Over Time
Track share changes against reported price movement
Quarterly GFL Environmental (GFL) Trades by Lee Ainslie
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2024 | +2.69 M | New Buy | 2.69 M | $34.50 |
| Q2 2024 | +595,259 | Add 22.13% | 3.29 M | $38.93 |
| Q3 2024 | +372,534 | Add 11.34% | 3.66 M | $39.88 |
| Q4 2024 | +120,416 | Add 3.29% | 3.78 M | $44.54 |
| Q1 2025 | +523,360 | Add 13.85% | 4.3 M | $48.31 |
| Q2 2025 | -1.5 M | Reduce 34.90% | 2.8 M | $50.46 |
| Q3 2025 | -1.21 M | Reduce 43.33% | 1.59 M | $47.38 |
Lee Ainslie's GFL Environmental Investment FAQs
Lee Ainslie first purchased GFL Environmental Inc. (GFL) in Q1 2024, acquiring 2,690,397 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Lee Ainslie has held GFL Environmental Inc. (GFL) for 7 quarters since Q1 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Lee Ainslie's largest addition to GFL Environmental Inc. (GFL) was in Q1 2024, adding 2,690,397 shares worth $92.82 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Lee Ainslie's firm, Maverick Capital LTD, owns 1,586,998 shares of GFL Environmental Inc. (GFL), valued at approximately $75.19 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, GFL Environmental Inc. (GFL) represents approximately 1.00% of Lee Ainslie's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Lee Ainslie's peak holding in GFL Environmental Inc. (GFL) was 4,301,966 shares, as reported at the end of Q1 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.